Resources · Make integration

Zee Make integrationAutomate Zee with Make.

Can Make keep your Zee chats, contacts and messages in step with your other tools? Yes. The Zee Make integration brings 14 action modules and no trigger. This guide shows how to connect your account, build a first scenario and choose the right module.

Try the Zee integration on MakeSee the 14 modules

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What you can automate

What does the Zee Make integration let you automate?

The Zee Make integration links your Zee account to Make, a no-code tool where you build scenarios: automations made of modules, each module being one brick that acts on one app. With it, Make can create and update Zee contacts, read chats, and send or schedule messages, based on what happens in your other apps.

Welcome every new lead. A form or a shop signup starts the scenario, Create a Contact adds the person to Zee, Set a Contact Tag labels where they came from, and Send a Message greets them. Nobody copies details from one screen to another.

Hand over a conversation with its context. When a chat moves from support to sales, Get Messages Thread and Get a Chat Summary pull the exchange out of Zee so the summary lands where your sales team already works. Close Thread then puts the chat away.

Keep reminders honest. Schedule a message queues a note for later, Get scheduled messages shows the queue, and Cancel a Scheduled Message withdraws a reminder when a booking changes.

Two limits to know. Zee has no trigger in Make, so a scenario starts from another app or from Make's own schedule. And Make states that its documentation for Zee is limited, so you test each module with Run once before trusting it. If you are new to the editor, the Make training covers the basics, Make pricing explains how operations are counted, and n8n vs Make helps if you are still choosing a tool.

Connect

How do you connect your Zee account to Make?

  1. 01

    Add a Zee module

    In your scenario, click the +, search for Zee and pick any of its modules. Make then asks for a connection, which is your Zee account linked to Make once and reused by every Zee module. Click Create a connection.

  2. 02

    Name the connection

    Giving the connection a name is optional, but it helps later. If your team runs several Zee accounts, a name like "Zee support" tells you at a glance which one a module is using.

  3. 03

    Authorize and save

    Depending on what Zee asks, you either approve Make on the Zee page that opens, or paste the key Zee gives you into the field Make shows. Click Save and the module is ready to fill in.

First scenario

Your first scenario with Zee

GoalWhen a new lead arrives in another app, Make creates the contact in Zee and sends them a welcome message.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Since Zee has no trigger, the first module comes from the app where your leads arrive, such as your form tool.

  2. 02

    Add Create a Contact

    Click the + to the right of the first module, search for Zee and choose Create a Contact. Link your account with Create a connection, then map the lead's details from the previous module.

  3. 03

    Add Send a Message

    Add one more module after it: Send a Message. Map the contact that Create a Contact just returned, then write the welcome text, mixing fixed words with data from the form.

  4. 04

    Test with Run once

    Click Run once and submit a test lead using your own details. Open the bubbles above each module to read the bundles it received: one bundle is one item passing from a module to the next.

  5. 05

    Schedule and switch it on

    Set the schedule on the first module (a new scenario checks every 15 minutes by default) and switch the scenario on. Each module run on a bundle counts as one operation on your plan.

Modules

What each Zee module does

Zee gives you 14 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Zee1

Cancel a Scheduled Message

ActionIn the docs only

Cancel a Scheduled Message stops a queued Zee message before it goes out, so a customer never receives a reminder that no longer applies.

When to use it
an order is cancelled or an appointment moves in another tool, and the planned message has become wrong.
Watch out
the module has to know which message to withdraw, so place Get scheduled messages before it and map the right one.
Zee2

Close Thread

ActionIn the docs only

Close Thread marks a Zee conversation as finished, which keeps your inbox down to the chats that still need a person.

When to use it
a ticket is solved in your help desk or a deal is marked won, and the matching thread can be put away.
Watch out
put this module at the end of the scenario, after any message you still want to send in that thread.
Zee3

Create a Contact

ActionIn the docs only

Create a Contact adds a new person to Zee from data another app already holds, so nobody retypes their details.

When to use it
a lead fills in a form or signs up in your shop, and you want them reachable in Zee right away.
Watch out
if the person may already exist, run Get a Contact first, otherwise the same person can end up in Zee twice.
Zee4

Get Chats

ActionIn the docs only

Get Chats pulls your Zee conversations into Make, so a scenario can work through them one after another.

When to use it
your team lead wants the open chats copied into a spreadsheet or a shared report.
Watch out
if it returns several chats, expect each to travel as its own bundle, with the next modules running once per chat; check with Run once, since every run counts as operations.
Zee5

Get Messages Thread

ActionIn the docs only

Get Messages Thread brings back the messages of one Zee conversation, so the whole exchange is available to the next module.

When to use it
a sales rep wants the history of a chat stored in the CRM notes before calling the customer.
Watch out
map the thread from a previous module such as Get Chats instead of typing a fixed value, or every run reads the same conversation.
Zee6

Get Tags

ActionIn the docs only

Get Tags gives your scenario the list of tags that exist in your Zee account, so you work with real labels rather than guesses.

When to use it
the tag to apply depends on data from another app, and you want to check it is there before tagging anyone.
Watch out
this module only reads tags; putting one on a person is the job of Set a Contact Tag.
Zee7

Get a Chat Summary

ActionIn the docs only

Get a Chat Summary hands you a short version of a Zee conversation, so a colleague understands the exchange without reading every message.

When to use it
a chat moves from support to sales, and the summary should appear on the deal or in a team channel.
Watch out
Make's documentation for Zee is limited, so click Run once and read the output bundle before you rely on what the summary contains.
Zee8

Get a Contact

ActionIn the docs only

Get a Contact reads one person's record in Zee, so later modules can reuse what Zee already knows about them.

When to use it
a message comes in about a customer, and you want to check their Zee record before changing anything elsewhere.
Watch out
this module changes nothing; to edit the record, add Update a Contact right after it and map the contact it returned.
Zee9

Get scheduled messages

ActionIn the docs only

Get scheduled messages lists the Zee messages waiting to go out, so you can review the queue before adding or removing anything.

When to use it
a client asks to pause their reminders, and you need to find which planned messages concern them.
Watch out
the queue likely comes back as several bundles, one per message, so the rest of the scenario runs once for each; Run once shows you what really arrives.
Zee10

Make an API Call

ActionIn the docs only

Make an API Call opens the rest of the Zee API to your scenario, using the same connection as the other Zee modules.

When to use it
Zee offers an action you need, but none of the ready-made modules shows it.
Watch out
here you write the request yourself, so you need to know which endpoint to call; Make's limited documentation for Zee will not list them for you.
Zee11

Schedule a message

ActionIn the docs only

Schedule a message queues a Zee message for later instead of sending it at once, so the timing suits your customer rather than the moment the scenario runs.

When to use it
a booking is confirmed in your calendar tool and a reminder should leave before the appointment.
Watch out
if the booking changes, you withdraw the message with Cancel a Scheduled Message, so keep a trace of what you queued.
Zee12

Send a Message

ActionIn the docs only

Send a Message delivers a Zee message immediately, turning an event in another app into a direct word to the person concerned.

When to use it
an order ships, a quote is signed or a payment clears, and the customer should hear about it at once.
Watch out
test with Run once on your own contact first, because a real message leaves as soon as the module runs.
Zee13

Set a Contact Tag

ActionIn the docs only

Set a Contact Tag puts a label on a Zee contact, so your team can sort people by status or interest without doing it by hand.

When to use it
someone buys a product or registers for an event, and that fact should be visible on their contact.
Watch out
run Get Tags earlier in the scenario to see which tags exist, rather than guessing the exact spelling of a label.
Zee14

Update a Contact

ActionIn the docs only

Update a Contact refreshes an existing Zee contact with newer information, so your conversations rely on current details.

When to use it
a customer edits their profile in your CRM or shop account, and Zee should follow the change.
Watch out
the module works on a contact that already exists, so place Get a Contact or Create a Contact before it to point at the right person.
Need help

Need help automating Zee with Make?

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FAQ

Questions about the Zee Make integration

01Is the Zee Make integration free?
Yes, you can use it on Make's Free plan, because Zee is a standard app and not one reserved to the Enterprise plan. The Free plan has limits worth knowing before you build: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the minimum interval to 1 minute, allow unlimited active scenarios and count usage in credits per month. Your Zee subscription itself is a separate matter.
02What do you need to connect Zee to Make?
A Zee account and a Make account are enough to begin, since Make's documentation lists no other prerequisite for Zee. You add any Zee module, click Create a connection, optionally name it, then either authorize Make on the Zee page that opens or paste the key Zee gives you, and click Save. The same connection then serves all 14 Zee modules. Make also notes that its documentation for Zee is limited, so if a screen differs from these steps, look at your Zee account settings first.
03Can Zee start a Make scenario on its own?
No. Zee has no trigger module in Make, only actions, so something else has to start the scenario. The usual way is a trigger from another app: a new form entry, a new order, a new row in a spreadsheet, followed by the Zee modules. The other way is Make's schedule on the first module, which runs every 15 minutes by default on a new scenario. The Free plan keeps at least 15 minutes between scheduled runs, while paid plans go down to 1 minute.
04What if the Zee module you need is missing in Make?
Use Make an API Call. It comes with the Zee app in Make and reaches any endpoint of the Zee API with the connection you already set up, so an action missing from the 14 modules is still within reach. You will need to know the endpoint and write the request yourself, because Make says its documentation for Zee is limited and does not go into that detail. When in doubt about what a module returns, click Run once and read the bundles before building further.
05Should you use Make or n8n for Zee?
It depends on the tool your team already works with, and this page only documents the Make side. On Make, Zee comes with 14 modules, including Make an API Call, and is available from the Free plan, so you can test your idea at no cost before deciding. The same app often has an n8n node too; if you are weighing both tools, start from the modules your own case actually requires, then read the comparison page linked earlier on this page.
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